Write-In Products for Work Order Products
Please could you include the option to add 'write-in' products as Word Order Products, in the same was as can be done on Invoices. The business rationale for this is that there can be items that aren't individually stock controlled, but the business would still like to add to invoices. Having ...
Ability to roll up multiple Work Orders into one Invoice
All of our customers have asked for the ability to roll up multiple Work Orders into one Invoice for their clients. A lot of their clients have many Work Orders throughout a single month, and they would prefer to have one Invoice for all of them as opposed to one Invoice per Work Order. Ideall...
Thank you for your feedback.
We think this idea is interesting. If this idea gains more votes, we'll look more closely into what it would take to deliver this feature.
One area we'd be interested to understand in more detail is whether these customers are using an ERP system to handle their more complex invoicing requirements. It would seem like a simpler ask to satisfy once the data from FS is integrated into a financial system.
As always, we really appreciate your feedback. Keep the suggestions coming.
Thank you,
Jason Cohen
PM, Microsoft
Display Duration and Duration to Bill fields in hours, not days or minutes
The Field Service application UI converts the time to the highest base time. For example, looking at the editable grid “Work Order Services” Duration To Bill is displayed “3.25 hours” but when you click on it, it shows in minutes, that is "195" However, if you go to Work Order Service form itsel...
Add a completed y/n flag on the WO Incident
In case of managing multiple incidents on a single WO, the follow-up resource could not track what incidents were solved from the first visit, and what were not due to the following : 1-First visit resource can not complete the WO as only 1 incident has been solved and the work is not done 2-T...
Thank you for your feedback. As this may not align to how a significant portion of our customers manage their work, for now, we will not implement this at the product level. Further, if this is important to how this is managed for a specific implementation, it is a simple enough addition to add.
Sincerely,
Jason Cohen
PM, Microsoft.
Put weather data in the work order
As much of the work is done outdoors, and we know the date, time and geolocation of the work, we should show a "Card" with the target location weather, at the least. Many of our customers will not perform outdoor work during thunderstorms, or when temp is too hot or too cold. Having this weath...
Thanks, Pierre.
We think this is a potentially good idea. Let's see if this gets more votes. Please campaign for this one as we think it makes sense but we'd like to see what the community thinks.
Thanks,
Jason Cohen
PM, Microsoft.
Anomalous Work Order Identification
Use machine learning to highlight Work Orders which are significantly outside of the norm is some way (Price, Duration, Number of bookings, etc.) to allow organizations to look at a select list of work orders which may yield both opportunities for an organization to learn how to improve their ...
On change of Primary Incident Type also replace subordinated records
After a new Work Order is created and a Primary Incident Type populated, at least the following records get populated into the new Work Order coming from the Primary Incident: - Work Order Products - Work Order Services - Work Order Service Tasks - Characteristics If a User changes the Primary...
Thank you for your feedback.
Since we support the concept of multiple Work Order Incidents per Work Order, this would likely cause some additional complexity. While it is not our expected scenario, it is possible that there are customers that use the Primary Incident field to apply multiple incident types. For those customers this would be a breaking change.
As this doesn't seem to be an overwhelming need, this would cause an unpredictable change for existing customers that have come to understand how it currently works, and that a customer that wants it to work in this way could consider adding additional validations to make the system operate in this way, we won't plan to make this change at the product level.
However, we welcome your thoughts on ways the system should be improved and we hope you will keep providing additional suggestions in the future.
-Jason Cohen
(Microsoft PM)
Enable/Disable Overtime calculation
The current overtime calculation is not equivalent to standard Payroll guidelines. Overtime is assigned when travelling or in progress time occurs outside the assigned work hours. Overtime should occur when an employee works more than 40 hours in a given week, regardless if that is inside or ou...
Allow for Completed Bookings to Keep Work Order Open
Allow for work order bookings to be completed and be able to set the work order to open - unscheduled. The reason for this is when using Time Entries, a booking has to be completed to stop time. Then, a new booking is needed for capturing any other time that is spent for that work order. Busines...
Create Work order from Power BI system dashboard
With Power BI report/ dashboard getting enabled as a system dashboard in model-driven apps (in 2020 wave-2 release), field service organizations can make data-driven decisions and generate trackable actions in the form of work orders. Enabling organizations to create work orders directly from Pow...
Thanks, Rakesh. I think this idea could make sense. Before we commit to doing work on this concept, we'd like to see how the community feels about this concept. Let's give it some more time to collect more votes.
Thanks, again.
Jason Cohen
PM, Dynamics 365 Field Service
Administrator
Thank you for your feedback.
Currently this is not in our roadmap; however, we are tracking it and, if we get more feedback and votes, we may consider it in the future.
Sincerely,
Jason Cohen
PM, Dynamics 365 Field Service